CRM Word Search

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1.
Phone System used to answer calls
2.
Customer Relationship Management
3.
_______ to case
4.
Website to find a dentist (no domain included)
5.
Provider _______ Search
6.
Where you enter in provided referral info
7.
How you begin a conversation with a provider for an appointment
8.
Font for all notes
9.
After Selecting Select Letters > New Letter, the _______ window will appear
10.
After all Letter Template fields are completed, click ____
11.
After Letter Template has been saved, click what?
12.
After clicking Create Document, the _______________ Dialog box will appear
13.
Blank fields will display with a red what?
14.
Click the _______ button for the letter to appear on the Timeline faster
15.
In the Summary tab of the Letter activity, click on "Ready to _____?" button to change No to Yes and click Save
16.
The dashboard section of the quick navigation bar is made-up of ___________ and queue items
17.
Use the dashboards view to see a ___________ representation of the work in your assigned queue.
18.
Your ___________ or home page is the dashboards’ view
19.
The ___________ view displays a list of cases assigned to your unit to work.
20.
The save and resolve buttons are located on the case _________ at the top of the window
21.
If no further action is required- the case should be __________.
22.
_____________ and Category Area are two of the required fields in the Case Details section of the Summary Tab.
23.
The last two required options in the Case Details section are the ________ and Case Summary.
24.
To add a note to the timeline, select "___________" next to the pencil icon.
25.
For providers inquiring about MCPs for a member use, Category Type: __________,
26.
Category Area:__________
27.
Category Sub Area: _____N/A_____ (spelled out)
28.
Case Summary: ___________